Elevate

Elevate’s fully online processes allow you to deliver streamlined advice efficiently and effectively. We're committed to delivering excellent service, to meet the changing needs of your business and your clients.

Why Elevate?

Elevate offers:

  • Fully flexible withdrawals including a regular drawdown feature
  • Comprehensive range of discounted funds (440)
  • Online services for Pension Investment Account (PIA), Stocks and Shares ISA, General Investment Account (GIA), Third-party GIA and a Cash Account
  • Simple single signature – avoiding further paper-based applications
  • Pre-funding of regular contributions, tax relief, fund switches and withdrawals
  • Comprehensive range of adviser charging options
  • Simple and transparent pricing with family linking discounts available

As a business, we’re dedicated to continually investing in our Elevate platform to enhance the service we offer.

To find out more about how Elevate could help you manage your clients’ portfolios, visit elevateplatform.co.uk or call 0345 600 2399 (Monday to Friday 08.00 – 18.00).